+82.7%
IREN vs BWA
+70.0%
+12.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.8% | +4.5% | +5.3% |
| 7D | +26.0% | +5.7% | +20.4% | +21.4% |
| 30D | +14.9% | +1.4% | +13.5% | +13.9% |
| 3M | -27.8% | -12.1% | -15.7% | -19.9% |
| 6M | +1.9% | +28.6% | -26.6% | -11.0% |
| YTD | +18.3% | +51.1% | -32.8% | -11.7% |
| 1Y | +71.0% | +55.9% | +15.1% | +22.0% |
| 3Y | +882.0% | +70.1% | +811.8% | +537.4% |
| All | +82.7% | +70.0% | +12.7% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BWA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling